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DFSVX vs HWVAX
DFSVX vs HWVAX Comparison
Open Charts DFSVX vs HWVAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Hotchkis & Wiley Sm Cp Divers Val A
Price$11.98
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets785.69M
DFSVX vs HWVAX Comparison Chart in %
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DFSVX vs. HWVAX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Buy and HWVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. HWVAX (786M). DFSVX pays higher dividends than HWVAX: DFSVX (1.67) vs HWVAX (0.69). DFSVX was incepted earlier than HWVAX: DFSVX (32 years) vs HWVAX (11 years). HWVAX (1.12) is less costly to investors than DFSVX (0.31). HWVAX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWVAX: DFSVX (0) vs HWVAX (2500). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. HWVAX (-9.17). DFSVX return over 5 years is better than : 94.25 vs. HWVAX (58.25).
| DFSVX | HWVAX | DFSVX / HWVAX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.12 | 28% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 0.901 | -1.964 | -46% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 786M | 2,036% |
| Annual Yield % from dividends | 1.67 | 0.69 | 240% |
| Returns for 1 year | 0.60 | -9.17 | -7% |
| Returns for 3 years | 27.09 | -1.16 | -2,325% |
| Returns for 5 years | 94.25 | 58.25 | 162% |
| Returns for 10 years | 50.73 | 34.36 | 148% |
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